Current shortages impact processes that aren't EUV. For example, the consoles, AMD CPUs and GPUs all use non-EUV N7. And Nvidia is on Samsung's 8nm, also not EU

Current shortages impact processes that aren't EUV. For example, the consoles, AMD CPUs and GPUs all use non-EUV N7. And Nvidia is on Samsung's 8nm, also not EUV. There are delays and shortages all over the industry if you read DigiTimes. Packaging in particular. Capital and lead time sensitive industries like this suffer greatly when demand increases unexpectedly. Second that linked forum thread is really unclear. Some even thinking that Intel was the customer who delayed EUV machine orders (which would make sense given their 7nm problems).